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Marsh & McLennan
MMC

Overview Fund Activity

999 hedge funds and large institutions have $63.3B invested in Marsh & McLennan in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 373 increasing their positions, 325 reducing their positions, and 70 closing their positions.

Holders
999
Holders Change
+28
Holders Change %
+2.88%
% of All Funds
17.44%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
108
Increased
373
Reduced
325
Closed
70
Calls
$77.3M
Puts
$55.6M
Net Calls
+$21.7M
Net Calls Change
+$23.5M

Top Buyers

1
Amundi
1
Amundi
France
$337M
2
LP
2
Longview Partners
Guernsey
$290M
3
JIM
3
Jensen Investment Management
Oregon
$167M
4
SIG
4
Senator Investment Group
New York
$118M
5
American Century Companies
5
American Century Companies
Missouri
$587M

Top Sellers

1
FPP
1
Findlay Park Partners
United Kingdom
$297M
2
BlackRock
2
BlackRock
New York
$5.58B
3
UBS Group
3
UBS Group
Switzerland
$484M
4
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$590M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.69B
Name Market Value Shares Shares
Change 		Shares
Change %
HIA
851
Harbor Investment Advisory
Maryland
$160K 1,134 +55 +5%
PCG
852
Private Capital Group
Connecticut
$158K 1,120 -18 -2%
EI
853
Ellevest Inc
New York
$157K 1,118 +499 +81%
GC
854
Garde Capital
Washington
$151K 1,070 – –
IA
855
IFP Advisors
Florida
$150K 1,053 -944 -47%
CCM
856
Covington Capital Management
California
$150K 1,067 +100 +10%
FGAM
857
Financial Gravity Asset Management
Texas
$141K 9 -1 -10%
TAIM
858
TD Ameritrade Investment Management
Nebraska
$141K 1,002 +264 +36%
DWA
859
Dougherty Wealth Advisers
Minnesota
$139K 986 – –
PMFA
860
Plante Moran Financial Advisors
Michigan
$137K 974 +1 +0.1%
BWM
861
BerganKDV Wealth Management
Minnesota
$133K 947 – –
HCP
862
Hexagon Capital Partners
Arkansas
$132K 937 +36 +4%
BFC
863
Bedel Financial Consulting
Indiana
$131K 933 – –
GWM
864
Geneos Wealth Management
Colorado
$130K 914 -393 -30%
CWP
865
Concord Wealth Partners
Virginia
$130K 925 -120 -11%
ARMC
866
American Research & Management Company
Massachusetts
$129K 916 +916 New
KLWA
867
Kelly Lawrence W & Associates
California
$127K 900 – –
CFA
868
Carroll Financial Associates
North Carolina
$126K 900 -544 -38%
MAM
869
Magellan Asset Management
Australia
$124K 883 +183 +26%
MA
870
MUFG Americas
New York
$122K 868 -47 -5%
CTC
871
Central Trust Company
Missouri
$119K 847 +148 +21%
WB
872
Webster Bank
Connecticut
$112K 797 – –
PA
873
Perennial Advisors
New York
$112K 797 – –
BCM
874
Bourgeon Capital Management
Connecticut
$108K 765 – –
VC
875
Vestor Capital
Illinois
$105K 749 – –
33 34
35
36 37